# FINYASA WEALTH

> Comprehensive financial portfolio tracker and investment platform. (iPhone/iPad app by FINYASA FINANCIAL SERVICES PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/finyasa-wealth/id6745543261 (this page in markdown: same URL + `.md`)
- Developer: [FINYASA FINANCIAL SERVICES PRIVATE LIMITED](https://appshunter.io/developer/1812839452)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2025-05-10
- Data updated: 2026-08-18
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/finyasa-wealth/id6745543261/reviews.md

## What is FINYASA WEALTH?

FINYASA WEALTH is one-stop shopping for all your Financial needs.You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:

Mutual Funds
Equity Shares
Bonds
Fixed Deposits
PMS
Insurance

Key Features:

Complete Portfolio report download including all assets.
View historical Performace of your Portfolio easily
Easy login via your Google email id.
Transaction statement of any period
1 Click Statement of Account Download for any Asset Management Company in India
Advanced Capital Gain Reports
Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
SIP Report to be informed of your Running and Upcoming SIPs, STPs.
Insurance list to keep track of premiums to be paid.
Folio details registered with each AMC.

Calculators and Tools available:

Retirement Calculator
SIP Calculator
SIP Delay Calculator
SIP Step up Calculator
Marriage Calculator
EMI Calculator

## Key features

- Complete portfolio reporting
- Historical performance tracking
- Online investment in mutual funds
- Transaction statement generation
- Capital gain reports
- SIP and insurance tracking
- Financial calculators


## Frequently asked questions about FINYASA WEALTH

### What types of assets can I track with FINYASA WEALTH?

FINYASA WEALTH allows you to track a comprehensive financial portfolio including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance.

### Can I invest directly through FINYASA WEALTH?

Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through FINYASA WEALTH. The app tracks all orders until unit allotment for transparency.

### Does FINYASA WEALTH offer any financial planning tools?

Yes, FINYASA WEALTH includes several calculators and tools to aid in financial planning, such as Retirement, SIP, SIP Delay, SIP Step up, Marriage, and EMI calculators.

### How does FINYASA WEALTH handle data security?

The app offers easy login via your Google email ID, suggesting a reliance on Google's security infrastructure for account access.

### What is the update frequency for FINYASA WEALTH?

The latest version of FINYASA WEALTH is 1.3.7, and it was last updated on June 3, 2026. This indicates regular updates to improve functionality and reliability.

### Is FINYASA WEALTH available on multiple devices?

FINYASA WEALTH is supported on iPhones and iPads, making it accessible for users within the Apple ecosystem.

### What is the user sentiment for FINYASA WEALTH?

Based on the available data, FINYASA WEALTH has a perfect rating of 5.0 stars from 1 rating, indicating a highly positive initial user experience.

### Does FINYASA WEALTH have ads?

No, FINYASA WEALTH does not contain advertisements, providing an uninterrupted user experience.

## Version history (last 5 releases)

### 1.3.8 — 2026-08-12

- Enhanced security with VAPT improvements & 2FA
- Added Fundsnet Mobile support
- Added Contact Us on Sign In & Share Folio Details
- Added Custom Period, SIP Delay & Step-Up Calculators
- Revamped Financial Calculators & improved Goal Reports
- Improved MF Central, Portfolio Reports & Navigation
- Improved Notifications, Multi-language, KYC & Risk Profile
- Improved CRM integration & Dashboard experience
- Performance improvements with bug & crash fixes

### 1.3.7 — 2026-06-03

- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Enabled Step-Up SIP in order placement (NSE Invest)
- Integrated NSE NACH Bank API
- Introduced Dark Theme
- Enabled multi-language support
- Added font size customization
- Updated NAV Lookup & Factsheet (Mobile)
- Improved transactions pagination
- Fixed Portfolio as on Date
- General bug fixes & performance improvements

### 1.3.0 — 2026-03-17

- Mandatory Risk Profiling 
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator 
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues

### 1.2.5 — 2026-01-28

- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login / signup
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Updated AMFI Links
- Fixed Crashes

### 1.2.0 — 2025-10-24

- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-18.*
